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The new Financing

Advisory opportunity

for CPA Firms

As your clients’ most trusted advisor, you helped them secure much-needed financial relief
through the SBA’s Paycheck Protection Program. Now, your small business clients are
looking to you for continued financial guidance. That’s why CPA.com and fintech leader
Biz2Credit developed the CPA Business Funding Portal -- an easy-to-use, cloud-based tool to
help you manage financing for all your clients. Our new Term Loan and Working Capital
products offer secure, consistent, and competitive funding that goes beyond business relief,
all while earning revenue for your firm.

Learn more: CPA.com/Business-Funding

Advantages of Choosing the CPA Business Funding Portal for Business Financing

Reliable Funding Client Experience Decision Speed Preferred Pricing

1,000s 5-Star 48-hour ~1%
new customers per month Trust Score turnaround discount
Deep partnership network, Over 13,000 customer reviews Fully digital approach Exclusive benefit for firm clients
proven over years